Jacobi Capital Management’s Xcel Energy XEL Stock Holding History

Jacobi Capital Management’s Portfolio XEL Stock Details XEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$218K	Buy
2020 Q4	–	Sell
2020 Q3	$25K	Hold
2020 Q2	$23K	Hold
2020 Q1	$22K	Buy